Universe · entity
Windsor Advisory Group, LLC
Institutional manager (13F) · CIK 1739953
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $117M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | WORTHINGTON ENTERPRISES INC | $24M | 459,633 |
| 2 | PAYCHEX INC | $20M | 212,096 |
| 3 | WORTHINGTON STL INC | $8M | 275,885 |
| 4 | ISHARES TR | $6M | 9,751 |
| 5 | SCHWAB STRATEGIC TR | $6M | 225,196 |
| 6 | BERKSHIRE HATHAWAY INC DEL | $5M | 7 |
| 7 | SCHWAB STRATEGIC TR | $5M | 183,632 |
| 8 | VANGUARD INTL EQUITY INDEX F | $4M | 25,834 |
| 9 | BERKSHIRE HATHAWAY INC DEL | $4M | 7,378 |
| 10 | FIRST TR EXCHANGE-TRADED FD | $3M | 67,787 |
| 11 | NVIDIA CORPORATION | $2M | 12,726 |
| 12 | VANGUARD INTL EQUITY INDEX F | $2M | 40,583 |
| 13 | HUNTINGTON BANCSHARES INC | $2M | 130,194 |
| 14 | VERIZON COMMUNICATIONS INC | $2M | 34,772 |
| 15 | EXXON MOBIL CORP | $2M | 9,799 |
| 16 | APPLE INC | $2M | 6,285 |
| 17 | ENTERPRISE PRODS PARTNERS L | $2M | 41,814 |
| 18 | VANGUARD INDEX FDS | $1M | 4,771 |
| 19 | STATE STR SPDR S&P 500 ETF T | $1M | 2,057 |
| 20 | INSTALLED BLDG PRODS INC | $1M | 4,972 |
| 21 | JPMORGAN CHASE & CO | $1M | 4,374 |
| 22 | SCHWAB STRATEGIC TR | $1M | 44,085 |
| 23 | PACER FDS TR | $1M | 17,388 |
| 24 | SCHWAB STRATEGIC TR | $1M | 37,235 |
| 25 | DISNEY WALT CO | $972k | 10,082 |
| 26 | ALPS ETF TR | $879k | 23,000 |
| 27 | MICROSOFT CORP | $703k | 1,900 |
| 28 | VANGUARD INDEX FDS | $628k | 1,958 |
| 29 | SELECT SECTOR SPDR TR | $604k | 9,860 |
| 30 | VANGUARD INDEX FDS | $591k | 2,720 |
| 31 | GREIF INC | $569k | 6,500 |
| 32 | GENTEX CORP | $551k | 25,232 |
| 33 | CARDINAL HEALTH INC | $539k | 2,549 |
| 34 | BLACKROCK ETF TRUST | $501k | 20,606 |
| 35 | ALPS ETF TR | $455k | 8,650 |
| 36 | TREX INC | $451k | 12,380 |
| 37 | VANGUARD WORLD FD | $402k | 2,323 |
| 38 | METLIFE INC | $311k | 4,404 |
| 39 | ALPHABET INC | $304k | 1,059 |
| 40 | BLACKROCK ETF TRUST | $293k | 11,885 |
| 41 | ISHARES TR | $288k | 2,085 |
| 42 | VANGUARD STAR FDS | $279k | 3,615 |
| 43 | PACER FDS TR | $277k | 6,000 |
| 44 | ISHARES TR | $274k | 2,420 |
| 45 | ABBVIE INC | $268k | 1,232 |
| 46 | BECTON DICKINSON & CO | $264k | 1,678 |
| 47 | ISHARES TR | $256k | 600 |
| 48 | PROCTER & GAMBLE CO | $254k | 1,760 |
| 49 | ARES CAPITAL CORP | $240k | 13,328 |
| 50 | SPDR GOLD TR | $227k | 528 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.